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LMCLX vs OAAYX
LMCLX vs OAAYX Comparison
Open Charts LMCLX vs OAAYX
Miller Income I
Price$8.91
Change+$0.09 (+1.02%)
VolumeN/A
Net Assets175.56M
Invesco Active Allocation Y
Price$14.11
Change+$0.09 (+0.64%)
VolumeN/A
Net Assets1.93B
LMCLX vs OAAYX Comparison Chart
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LMCLX vs. OAAYX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LMCLX is a Hold and OAAYX is a Hold.
FUNDAMENTALS
Fundamentals
OAAYX has more cash in the bank: 1.93B vs. LMCLX (176M). LMCLX pays higher dividends than OAAYX: LMCLX (6.01) vs OAAYX (1.81). LMCLX was incepted earlier than OAAYX: LMCLX (11 years) vs OAAYX (20 years). LMCLX is a more actively managed with annual turnover of: 41.00 vs. OAAYX (21.00). OAAYX has a lower initial minimum investment than LMCLX: OAAYX (1000) vs LMCLX (1000000). LMCLX annual gain was more profitable for investors over the last year : 40.62 vs. OAAYX (10.32). LMCLX return over 5 years is better than : 37.38 vs. OAAYX (1.65).
| LMCLX | OAAYX | LMCLX / OAAYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | 2.650 | 1.877 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 1.93B | 9% |
| Annual Yield % from dividends | 6.01 | 1.81 | 332% |
| Returns for 1 year | 40.62 | 10.32 | 394% |
| Returns for 3 years | 12.76 | 0.59 | 2,157% |
| Returns for 5 years | 37.38 | 1.65 | 2,270% |
| Returns for 10 years | 69.24 | 34.42 | 201% |
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